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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on. Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.

Description

Select from our extensive library of 3000 solutions or allow us to tailor one specifically for you to streamline nearly any process, or alternatively, you can easily handle it on your own. You can implement and launch your solutions within weeks rather than months or years, and thanks to PERFEQTA's user-friendly interface, training can be completed in just a few hours. Enhance your efficiency, boost productivity, and reclaim your valuable time to focus on what truly matters. Adjustments can be made in mere hours! Say goodbye to the days of incurring costs for every modification or waiting for vendors to adapt their software to fit your requirements! In addition to rapid deployment and integration, PERFEQTA is also designed to be budget-friendly. You only pay for the features that will have a direct positive impact on your business. Become part of our satisfied customer base and experience up to 80% reduction in errors, a 70% increase in efficiency, as well as significant savings and revenue growth. The tangible return on investment with PERFEQTA is evident and swiftly realized, ensuring your business thrives. With PERFEQTA, you'll not only meet your operational goals but exceed them.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
Microsoft 365
NetSuite
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero
Zapier

Integrations

Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
Microsoft 365
NetSuite
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero
Zapier

Pricing Details

$18 per user per month
Billed annually
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Vendor Details

Company Name

Productive Technologies

Founded

2005

Country

United States

Website

www.beperfeqta.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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